Estate Planning Jobs in Kinderhook

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United States
Full-time 1 views Experience : Min 3 yrs required

Job Title: Estate Planning and Elder Law... primary responsibility of the Estate Planning and Elder Law... educating them on available options, and designing personalized estate planning strategies that safeguard... their interests. The role is not focused on traditional drafting or...

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Posted On Jul 16, 26
Full-time 2 views Experience : 3-5 yrs required

Job Title: Estate Planning Matter Manager Job... Management: - Own each estate planning matter from engagement... before they impact clients or attorneys. Client Communication: - Serve as the primary point of contact throughout the planning process. - Set expectations... regardin...

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Part-time 1 views Experience : Min 3 yrs required

Manage uncontested probate and estate administration matters from initial... approaches for probate cases. - Guide clients through probate and estate administration processes, offering practical... advice and education on their options. - Prepare and review court filings, including petitions, pleadings, affidavits, and accoun...

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Full-time 32 views Experience : Min 2 yrs required

Title: Associate Attorney Job Responsibilities: - Handling all aspects of general practice matters from initial client contact through the conclusion of the matter. - Performing administrative tasks relating to general office matters. - Managing a diverse caseload efficiently and independently. - Providing exceptional, individualized, and...

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Full-time 1 views Experience : Min 3 yrs required

legal services in the planning field with a focus... processes. - Handle trust and estate administration and probate processes. -... Conduct guardianship proceedings. - Draft Wills and Trusts. - Maintain and develop outstanding client relationships. - Demonstrate compassion and integrity in interactions with c...

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Posted On Sep 15, 26
Full-time 3 views

legal matters, including real estate and title files, traffic... defense, estate planning, litigation support, and... interaction and requires the ability to handle multiple responsibilities efficiently. Key responsibilities include: *Real Estate and Title* - Open... and manage transaction files from contract execut...

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Full-time 10 views Experience : 4-6 yrs required

areas including succession planning, tax planning, estate planning, estate and trust... administration, and litigation. The attorney will be involved in drafting legal documents such as wills, trust agreements, and powers of attorney. They will also handle estate and trust ad...

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Posted On Aug 16, 26
Full-time 6 views Experience : Min 1 yrs required

all aspects of the estate and trust administration process. -... Prepare Surrogate’s Court filings related to the probate of wills and the appointment of fiduciaries. - Assist in asset transfers, working with financial professionals and clients to complete necessary transfer paperwork. - Compile...

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Full-time 1 views Experience : 1-4 yrs required

and Estates Job Responsibilities: - Prepare estate planning documents such as... Proxies, and Living Wills. - Assist with high-net-worth tax planning, including preparation of wealth... preservation strategies, income, estate, gift, and generation-skipping transfer... tax analyses, charitable giving structures, and business succession plans. - Manag...

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Posted On Sep 30, 26
Full-time 1 views Experience : Min 6 yrs required

Services Tax - Real Estate Senior Manager The candidate... will guide clients through the complexities of tax compliance and strategic consulting. Help clients navigate the ever-evolving tax landscape, advising on local and international tax affairs, and providing insights into business...

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Posted On Sep 30, 26
Full-time 1 views Experience : Min 4 yrs required

Services Tax - Real Estate Manager The candidate will... accounts, focusing on strategic planning and mentoring junior staff.... Help the Financial Services clients navigate the frequently changing tax landscape, providing insights and recommendations that drive positive outcomes. Advise clients on...

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Posted On Sep 02, 26
Full-time 1 views Experience : Min 8 yrs required

Services Tax - Real Estate Director Duties: The candidate... will be responsible for advising clients on local and international tax affairs to optimize business impact. Managing tax compliance and structuring for financial services clients in asset and wealth management. Analyzing...

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Full-time 3 views Experience : Min 2 yrs required

Title: Associate Attorney Job Responsibilities The law firm seeks litigation associates to join its diversified practice. The associate attorneys will be required to work within various departments and report to supervising attorneys in charge of each area. Their responsibilities include handling all...

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Posted On Jul 15, 26
Full-time 58 views Experience : 2-10 yrs required

highly motivated and experienced Estate Planning and Estate Administration... a strong background in estate planning, probate, and estate... administration, with a dedication... to providing excellent client service and a passion for helping clients protect their assets and achieve their legal...

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